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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,361 | $70,366+69.6% | $66,674+79.0% | $138,895-14.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 13.10% | 386.41%-373.3pp | 321.24%-308.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,200 | $2,765+15.7% | $2,620+22.1% | $4,194-23.7% |
| Participant deferral / active EE | $10,496 | $4,374+140.0% | $4,084+157.0% | $6,396+64.1% |
| Admin fee / account holder | $46,404 | $5,262+781.8% | $5,098+810.2% | $12,562+269.4% |